Arista Networks' second quarter revenue grew 38% to $3.04B, beating estimates and driving strong profitability.

Arista Networks reported strong second quarter results, surpassing its first $3 billion revenue quarter. Revenue grew 37.7% year-over-year to $3.036 billion, while non-GAAP diluted EPS increased 39.7% to $1.02, beating analyst expectations.

Key Highlights

• Second quarter revenue was $3.036 billion, an increase of 37.7% from the second quarter of 2025.
• Non-GAAP operating margin for the quarter was 49.9%, an expansion from 48.8% in the prior-year period.
• The company provided strong third quarter guidance, expecting revenue of approximately $3.3 billion with a non-GAAP operating margin between 48% and 49%.